Wealth Advisor: Personal Planning & Digital Guidance

JPMorgan Chase & Co.; Phoenix (AZ); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase & Co.'s Chase Wealth Management division in Phoenix seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging a broad product platform and digital tools to meet clients' financial needs.

You will build a book of business, partner with specialists, and advocate for integrity and personalized service while navigating markets and regulatory requirements.

Qualifications

• Minimum 2 years in a Financial Advisor role or equivalent financial services experience.
• Proven ability to acquire and grow client relationships and collaborate with partners.
• Demonstrated commitment to goals-based planning and financial advice.

Responsibilities

• Build a book of business and deliver personalized investment solutions based on client needs.
• Provide comprehensive financial planning and investment guidance for individuals and families.
• Maintain strong client relationships and collaborate with partners to deepen client satisfaction.
• Stay informed on market developments and regulatory requirements to guide clients.
• Educate clients on digital tools to monitor and manage investments.

Skills

Relationship building

Client acquisition

Goals-based planning

Knowledge of financial markets

Strong communication skills

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Life, Health and Long-Term Care license

Job description

JPMorgan Chase & Co.'s Chase Wealth Management division in Phoenix seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging a broad product platform and digital tools to meet clients' financial needs.

You will build a book of business, partner with specialists, and advocate for integrity and personalized service while navigating markets and regulatory requirements.